Financial Advisor

2 weeks ago


Dublin, Ireland Cpl Full time

Financial AdvisorMy client, a well-established Financial Services Broker based in the city centre are now looking to add an experienced Financial Advisor to their team. Strong base salary and commission on offer with hybrid model in place. No expectancy to bring a book of business due to the size and reputation of this firm.Responsibilities:Onboard new clientsManage own pipelineAbility to assess and analyse clients’ financial circumstances to determine their requirementsEnsure client meetings are conducted in a timely efficient mannerMake recommendations and provide solutions to client’s requirementsManage implementation of product recommendationsResponsible for the compliance around new product implementationRequired skills and experience:Must have QFA designationConfident with clientsA proactive approach to developing this functionResults-driven & objective focusedSelf-starter with a high degree of initiative without needing directionExpert knowledge of investments, pensions, protection, and savings productsAbility to work as part of a teamProficiency in Microsoft Office, Excel, and Microsoft OutlookAbility to be flexible and adaptableKnowledge of Wealthtrack and Voyant would be a significant advantageFor more information please reach out to me directly or . #LI-RW


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